Add Future Months to an Existing Pending

What

This article explains how to extend an existing pending item into future months within ShareBuilder CRM to ensure accurate forecasting and financial tracking.

Why

Sales and revenue forecasting requires accurate tracking of pending dollars over time. Adding future months to an existing pending entry helps maintain a clear view of expected revenue, reducing manual data entry and ensuring proper allocation of financial expectations.

How

1. Navigate to the Pending List:

   • Click on the Pending tab in the main navigation menu.
   • Select Pending List to view all active pending items.

2. Select the Pending Item to Update:

   • Locate the pending item that needs additional months.
   • Click on the pending item's name (e.g., "Promotion") to open the Add/Edit window.
     

3. Add Future Months:

   • Find the Month dropdown menu within the Add/Edit Pending window.
   • Use the dropdown to select and add the desired future months.

4. Enter Dollar Amounts:

   • After adding future months, scroll down to input the correct dollar amounts for each new month.
   • Ensure the allocation aligns with your revenue expectations.

5. Save Changes:

   • Click the Save button to apply your updates and confirm the pending extension.

Additional Notes

• Pending items can be updated at any time to reflect changes in expected revenue.
• Review regularly to ensure forecasts remain accurate as deals evolve.